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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,072 | $76,608-56.8% | $56,077-41.0% | $145,877-77.3% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 14.58% | 3009.59%-2995.0pp | 1709.28%-1694.7pp | 551.28%-536.7pp |
| Employer contribution / active EE | $2,004 | $1,382+45.0% | $1,040+92.6% | $4,663-57.0% |
| Participant deferral / active EE | $5,205 | $2,624+98.4% | $1,954+166.4% | $6,691-22.2% |
| Admin fee / account holder | $1,685 | $3,325-49.3% | $2,825-40.4% | $13,402-87.4% |